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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Fort Baker Capital Management
3326
Fort Baker Capital Management
California
$373M +$14.2M +4% 3.28% 46.3% 129 61.24% 0.3
Inlet Private Wealth
3327
Inlet Private Wealth
Florida
$373M -$8.33M -2% 2.42% 111% 136 7.35% 2.1
VM
3328
Venator Management
Pennsylvania
$373M +$4.01M +1% 1.47% 101% 29 13.79% 0.7
Goldstein Munger & Associates
3329
Goldstein Munger & Associates
California
$373M -$6.43M -2% 1.53% 11.9% 34 5.88% 5.7
White Lighthouse Investment Management
3330
White Lighthouse Investment Management
Massachusetts
$373M +$7.71M +2% 0.57% 62% 124 9.68% 2.8
Stelac Advisory Services
3331
Stelac Advisory Services
New York
$373M -$65.5M -15% 0.82% 84.9% 294 29.93% 1.9
TAP Consulting
3332
TAP Consulting
Missouri
$372M +$16.2M +5% 0.29% 3.08% 144 12.5% 1.5
Qtron Investments
3333
Qtron Investments
Massachusetts
$372M -$23M -6% 2.2% 140% 402 42.29% 1.1
Schnieders Capital Management
3334
Schnieders Capital Management
California
$372M +$4.39M +1% 0.18% 103% 194 5.67% 4.4
GTCM
3335
Gyon Technologies Capital Management
New Jersey
$371M +$65.9M +22% 1.76% 42.2% 522 65.33% 0.3
SkyOak Wealth
3336
SkyOak Wealth
Michigan
$371M -$2.59M -0.7% 1.89% 80.7% 260 20% 1.3
Old Second National Bank of Aurora
3337
Old Second National Bank of Aurora
Illinois
$371M +$6.54M +2% 0.99% 93.7% 414 22.46% 4
Mass General Brigham
3338
Mass General Brigham
Massachusetts
$371M -$39.3M -10% 1.01% – 12 66.67% 0.5
Capital Advantage
3339
Capital Advantage
California
$370M -$11.3M -3% 0.95% 49.2% 50 16% 3.8
TM
3340
Tikvah Management
North Carolina
$370M +$7.59M +2% 4.85% 169% 21 14.29% 3.3
Shah Capital Management
3341
Shah Capital Management
North Carolina
$370M +$15.8M +4% 1.27% 287% 9 11.11% 3.8
IP
3342
Indigo Partners
Arizona
$369M +$44M +14% 13.5% 2.56% 1 0% 0.8
Valicenti Advisory Services
3343
Valicenti Advisory Services
New York
$369M +$7.27M +2% 0.32% 134% 82 8.54% 4.3
Iron Gate Global Advisors
3344
Iron Gate Global Advisors
Utah
$369M +$9.9M +3% 1% 106% 128 25.78% 1.5
EGA
3345
E&G Advisors
Texas
$369M +$311K +0.1% 0.66% 97.7% 206 100% 0
Lafayette Investments
3346
Lafayette Investments
Maryland
$368M +$1.41M +0.4% 0.92% 77.9% 127 3.94% 3.1
IP
3347
Isomer Partners
New York
$368M +$31.2M +9% 4.96% 57.2% 30 50% 0.5
High Falls Advisors
3348
High Falls Advisors
New York
$368M -$3.56M -1% 0.59% 56.9% 130 19.23% 1.8
Eagle Capital Management (Louisiana)
3349
Eagle Capital Management (Louisiana)
Louisiana
$368M +$14.6M +4% 0.38% 103% 51 1.96% 2.9
PRC
3350
Pearl River Capital
Michigan
$368M +$4.75M +1% 3.67% 20.3% 600 69% 0.2